Finance
Financial Reporting & Planning Accountant
Job ID: 010249
Location: Leeds, UK, LS1 8EQ
Job type: Permanent - Full Time
Salary: Up to £45,000 Dependent on Experience + Bonus & Benefits
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Are you currently working in practice and looking for that first move into industry? Or have just completed your professional qualification and looking for your next step?
We have an opportunity for a Financial Planning and Reporting Accountant to join our team so this could be the role for you! You’ll be our subject matter expert working within a team of finance professionals to deliver relevant, reliable and robust financial management information in relation to forecasting and reporting.
This is a hybrid role with a mix of working from home and in our central Leeds office.
About the role
As Financial Reporting and Planning Accountant, you’ll have a great ability to analyse numbers and financial models to tell the story of what is happening across the organisation. You will carry out monthly management reporting and quarterly reforecasting activities, reviewing how each element of the business is performing and make recommendations to gain the best financial outcome. You will -
Source, analyse and consolidate financial information to the relevant senior management and governance committees
Develop and manage key relationships with both internal and external customers, ensuring clear communication
Own the month-end reporting process, support the annual plan and quarterly forecasts for one of our key business areas
Manage the development and maintenance of effective and efficient processes and systems
Drive innovation through the identification and implementation of opportunities to streamline and automate processes
About you
With an Accounting qualification (CIMA/ ACCA/ ACA) or equivalent, and some experience of income reporting, planning and forecasting, you’ll have -
Excellent communication and relationship building skills with the ability to converse effectively with senior stakeholders
A continuous improvement mindset, always looking for ways to improve our processes, with the ability to identify and address key risks/ implications
Ability to review, manage and develop new financial and analytical models
Knowledge of management and financial accounting principles and be well-versed in approaches and techniques
Some experience of working with mortgages or savings from a finance perspective, however this is not essential
About Our Benefits
Everyone’s different. That’s why we offer a wide range of benefits and rewards that we think you’ll love – whatever’s important to you, and whatever stage of life you’re at. Such as…
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Our pension scheme (where you can get up to 11% from us)
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On target bonus of 7% (with the opportunity to earn up to a maximum 15%)
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Access to brilliant health benefits
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Life assurance at 6 times your salary
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25 days’ holiday (and the option to buy more)
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Cycle to work or an interest-free loan for an annual ticket
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Wellbeing resources and tools
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Retail and Leisure discounts
Learning & Development
Everyone can build a career path they love here. And that’s because we offer a wide range of programmes, opportunities and more to help you learn, grow, and develop – and reach your full potential.
These include...
- Personal Growth Toolkits - a range of materials that help you discover your strengths, identify your goals, and your next steps.
- Secondment and Stretch opportunities – helping you gain experience in different areas of our business and new ways of working.
- Learning Champion Network – opportunities to work outside of your immediate area and build new skills.
- Apprenticeships and Professional Qualifications – a range of brilliant apprenticeships and programmes available to everyone.
- REACH Diverse Leadership Programme – helping our Black, Asian and Ethnically Diverse leaders progress into senior leadership roles.
Our ways of working and flexibility
We know there’s no single right way of working that fits everyone. That’s why we’re not trying to find one. Instead, we’re doing everything we can to make sure that when we’re working flexibly, together and apart, we’re working at our best. We help our colleagues get the most out of work, and take care of themselves, wherever they’re working.
We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime during the recruitment process to discuss this.
Find out more about our Ways of WorkingOur Colleague Networks & Groups
Our Vision is to be a leading organisation that embraces diversity, champions equity, and creates an inclusive environment where all individuals regardless of their background or identity feel valued, empowered and supported.
Our Colleague Networks and Groups are designed to amplify the voices of diverse groups and provide a structured route to effect real change. They provide a safe space and use colleague feedback to support the progression of our DEI Strategy. Our eight networks and groups are:
Our commitments to Community and Charity
Ever since we started back in 1864, we’ve had a clear purpose – to do some good in our communities through helping people keep their savings safe. And helping everyone have a place to call home. Today, that purpose is still a huge part of who we are. And every one of our colleagues helps that happen.
We’re committed to volunteering our time, resources, skills and knowledge – more than 50% of colleagues contribute to thousands of volunteer hours every year. And our Charitable Foundation has now donated over £9 million to charities and good causes across the country.
Read more about our commitment to charity and our communitiesSimilar Roles
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